See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,623 | $87,733-54.8% | $106,548-62.8% | $85,850-53.8% |
| Participation rate | 72.4% | 71.9%+0.5pp | 76.1%-3.7pp | 69.3%+3.1pp |
| Annual return | 11.37% | 21.86%-10.5pp | 26.80%-15.4pp | 318.53%-307.2pp |
| Employer contribution / active EE | $1,932 | $2,073-6.8% | $2,819-31.5% | $2,565-24.7% |
| Participant deferral / active EE | $3,693 | $3,469+6.4% | $4,398-16.0% | $3,952-6.6% |
| Admin fee / account holder | $4,935 | $6,767-27.1% | $7,407-33.4% | $6,260-21.2% |